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Family & Closely Held Business Summit 2019

06/13/2019

Davis|Kuelthau is a proud sponsor of BizTimes Media’s Family & Closely Held Business Summit taking place on Thursday, June 13, 2019. This program is being produced in collaboration with Morgan Stanley, National Exchange Bank & Trust, SVA and Vistage.

This forum will provide an extensive overview on how to navigate many of the complex issues related to growing a successful and sustainable family and closely held business. Attendees will learn from family business owners on a variety of topics ranging from trust, transparency, legacy, and leadership.

The keynote speaker for this year’s summit will be David Zach, a nationally-recognized futurist who will provide insight and key observations on traditions families should consider for their business. Following the speaker will be an informative panel discussion featuring family and closely-held business owners including: Dan Ariens, Chairman & CEO of Ariens Company, Paul Bartolotta, Chef & Co-Owner of The Bartolotta Restaurants, Keith Trafton, COO & Managing Partner of The Bartolotta Restaurants, and Jerry Weidmann, President of Wisconsin Lift Truck, part of Wolter Group LLC. The summit will conclude with attendees having the opportunity to select and participate in three out of 12 roundtable discussions covering the core themes gathered from the program.

Davis|Kuelthau will offer the following roundtable discussion during the program:

Preserving the Family Legacy Through Estate Planning, Jacqueline L. Messler, Davis|Kuelthau, Trusts, Estates & Succession Planning Attorney
Jackie will provide a first-hand look at the most effective estate planning techniques used by family business owners to ensure that the legacy of your business lives on as you intend. Guests will be provided with perspective on key estate planning documents for use, critical language for inclusion relative to effectively integrating the business into the estate plan and insights on best practices for buy-sell agreements. Ask questions. Glean implementable insights.

This event will take place at the Italian Community Center located on 631 E. Chicago St., in Milwaukee on Thursday, June 13 from 7:00 a.m. – 11:30 a.m.